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Jeffrey L Doty

Fisher Investments

Tampa, FL

Plano, TX

CRD 7514729

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-12
FL RA APPROVED 2022-05-19
  • TX RA
    APPROVED
    Since 2023-06-12
  • FL RA
    APPROVED
    Since 2022-05-19

Branch Locations

Tampa, FL • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blueprint Real Estate Chicago IL 05/2021 08/2021
Royal Poinciana Golf Club Naples FL 11/2020 02/2021
Fisher Investments Tampa FL 01/2022 Present
University Of Kansas Lawrence KS 01/2019 12/2021
Carmel High School Carmel IN 08/2013 05/2017
University Of North Florida Jacksonville FL 08/2017 12/2018
  • 05/2021 → 08/2021
    Blueprint Real Estate
    Chicago, IL
  • 11/2020 → 02/2021
    Royal Poinciana Golf Club
    Naples, FL
  • 01/2022 → Present
    Fisher Investments
    Tampa, FL
  • 01/2019 → 12/2021
    University Of Kansas
    Lawrence, KS
  • 08/2013 → 05/2017
    Carmel High School
    Carmel, IN
  • 08/2017 → 12/2018
    University Of North Florida
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-10
  • S65 Uniform Investment Adviser Law Examination
    2022-05-10
Other Names
  • Jeff Doty
  • Jeffrey Doty

View on SEC IAPD

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